My Asset

How do I add an asset?

Record your assets with quality data.

On the 'My Asset' page, click the ‘+ Add Asset’ button on the right side corner of the screen.

After clicking the '+Add Asset' button, a form that needs to be filled out will pop up.

This form will have the following:

1. Asset Details
2. Assignee
3. Financial Information
4. Asset Files

Complete the fields and details needed and your asset will be registered to the system.

How do I input Asset Details?

The details of your asset is essential in managing your assets.

The first step in adding your asset is to input the details of the asset to be added.

Asset Details:

Fill out the fields below:

• Asset Description: input the description of the asset.
• Asset Name: input the name of the asset.
• Manufacturer: select from the dropdown menu for manufacturer or click the plus sign to manually add the manufacturer name and description.
• Model: select from the dropdown menu for the model or click the plus sign to manually add the manufacturer and model name.
• Brand: select from the dropdown menu for the brand or click the plus sign to manually add the manufacturer, model name and brand.
• Supplier: select from the dropdown menu for the supplier or click the plus sign to manually add the supplier name, address and contact details.
• Serial Number: input the serial number of the asset.
• QR Code: input the QR Code of the asset.
• Asset Status: this is a system default. The system will automatically select OPERATIONAL but it depends on the user if he/she wants to change the status.

How do I add an Assignee?

When the details of your asset have been entered, you may now assign the asset to the respective department, employee or user.

After filling out the asset details, the next form that needs to be filled out is the Assignee.

• Location: select from the dropdown menu for the asset location or click the plus sign to manually add the new location, custom fields and GPS coordinates.
• Sub Location: select from the dropdown menu for the asset sub location or click the plus sign to manually add the location and sub location.
• Category: select from the dropdown menu for the asset category or click the plus sign to manually add a new category of assets.
• Type: select from the dropdown menu for the asset type or click the plus sign to manually add a new category name and type name.
• Company: select from the dropdown menu for the asset company or click the plus sign to manually add the company information, address and logo.
• Department: choose the right department by selecting from the dropdown menu or manually add the new department name and company name by selecting the plus sign.
• Assignee: select from the dropdown menu the employee or user to be assigned or manually fill out the new employee form by selecting the plus sign.

How do I set up Financial Information?

Keep track of your company's financial asset information.

Financial Information is also crucial in the asset details.

Input the information in the fields:

• PO Number: input the PO or purchase order number of the asset.
• Purchased Date: input the date when the asset was purchased.
• Cost Per Unit: from the drop-down menu, select the currency then input the cost per unit of the asset.
• Total Quantity: input the total quantity of the asset.
• Total Cost: input the total cost of the asset.
• Delivery Order Number: input the order number of the asset when it was processed for delivery.
• Invoice Number: input the order number of the asset when it was processed for invoicing.
• DO Date: input the DO or delivery order date when the asset was delivered.
• Invoice Date: input the date when the asset was processed for an invoice.
• Actual Date Received: input the actual date when the asset had been received.
• Cheque/Payment Reference Number: input the cheque or payment reference number.
• Cheque/Payment Reference Date: input the cheque or payment reference date.
• Voucher Number: input the voucher number.
• Voucher Date: input the voucher date.

How do I upload Asset Files?

Asset files can be used for storing images, videos, serial numbers, invoice or other files of the asset.

Lastly, you can upload files for asset reference.

• Upload Image: you can use this to upload an image of the asset.
• Upload Video: you can use this to upload a video of the asset.
• Upload Serial No.: you can use this to upload the serial number of the asset.
• Upload Invoice: you can use this to upload the invoice of the asset.
• Upload Other Files: you can use this to upload any other files of the asset.

Once you have uploaded the asset file, click Add to save the file.